Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2020

Feb 12, 2021

SELL
N/A
-41,526 Closed
0 $0
Q3 2020

Nov 09, 2020

BUY
N/A
41,526 New
41,526 $1.4 Million
Q2 2020

Aug 13, 2020

SELL
N/A
-17,440 Closed
0 $0
Q1 2020

May 14, 2020

SELL
N/A
-3,523 Reduced 16.81%
17,440 $613,000
Q4 2019

Feb 14, 2020

BUY
N/A
179 Added 0.86%
20,963 $1.08 Million
Q3 2019

Nov 13, 2019

BUY
N/A
5,214 Added 33.49%
20,784 $1.08 Million
Q2 2019

Aug 09, 2019

BUY
N/A
605 Added 4.04%
15,570 $780,000
Q1 2019

May 08, 2019

BUY
N/A
14,965 New
14,965 $753,000
Track This Portfolio

Track Lpl Financial LLC Portfolio

Follow Lpl Financial LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lpl Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lpl Financial LLC with notifications on news.